ENCOMPASS WEALTH ADVISORS, LLC – Transaction History
ENCOMPASS WEALTH ADVISORS, LLC portfolio value:
1.58M
portfolio value
ENCOMPASS WEALTH ADVISORS, LLC quarter portfolio value change:
-6.52%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -2.79% | -7.19K shares | -159K | 250.38K | |
| Q2 2022 | share | Decrease | -26.31% | -91.95K shares | -827K | 257.57K | |
| Q1 2022 | share | Increase | +0.47% | 1.62K shares | -172K | 349.52K | |
| Q4 2021 | share | Increase | +8.66% | 27.71K shares | 193K | 347.90K | |
| Q3 2021 | share | Increase | +1.35% | 4.26K shares | 9K | 320.18K | |
| Q2 2021 | share | Increase | +9.59% | 27.65K shares | 233K | 315.92K | |
| Q1 2021 | share | Increase | 0.00% | 288.26K shares | 2.30M | 288.26K |